Want to create an interactive transcript for this episode?
Podcast: Smart Money Questions
Episode: Mid-Year Financial Review Checklist
Description: It’s hard to believe, we’re already halfway through 2022. Before you know it, it’s going to be Thanksgiving and then the end of the year. Now is a good time to be considering your finances and planning for your taxes.
Key topics on this episode:
2:42 – Roth conversions
6:13 – Personal changes
8:19 – Review investments
10:11 – Tax diversified
11:09 – Review debt
12:59 – Budget
14:02 – Emergency funds
14:32 – Legal documents
Get additional resources online: http://smartmoneyquestions.com